Tax Services

• IRS and State Audits & Appeals
• Sales Tax Audits and Appeals
• Federal, State, Local Tax  Advice
• Tax Return Preparation
• Non-filer Representation
• Section 1031 Tax Deferred Exchanges
• Structuring of Business Transactions
• Tax Court Litigation
• IRS & State Collection Defense
• Abatement of Tax Penalties
• Individual Tax Planning
• Business Tax Planning
• Estate Tax Planning

Legal Transactions

• Formation of Corporations,
  Partnerships & LLCs
• Corporate and Partnership Dissolutions
• Choice of Business Entity
• Partnership and LLC Operating Agreements
• Corporate Shareholder Buy-Sell Agreements
• Sales and Acquisitions of Closely Held   Businesses
• Contracts and Promissory Notes

Estate Planning & Probate

• Revocable Living Trusts
• Wills
• Family Limited Partnerships
• Life Insurance Trusts
• Charitable Trusts
• Powers of Attorney
• Trust Administration
• Probate Administration
• Preparation Estate and Gift Tax   Returns

"In the over twenty years that I have been in business, no other outside professional resource has had a greater positive impact on the success of my business than Zachary Epstein. In addition, his services in all other personal financial, estate and tax planning have been very beneficial as well. I feel confident in making a recommendation of Zachary to any small business owner who wants to thrive and benefit from careful and professional planning in all areas of finance, legal, and tax planning."
-  Jeremy Kidson, Founder & CEO of Jeremys Retail, Inc.

"Over the past 10 years, Zach Epstein has used his skills as a tax attorney and CPA to advise me in a multitude of cases with tax and financial issues, has counseled me in a number of commercial cases and has handled my personal financial affairs as well as that of my office. I recommend him without reservation."
- Don Jelinek Attorney at Law